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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,735 | $100,938-98.3% | $90,461-98.1% | $158,982-98.9% |
| Participation rate | 52.6% | 75.0%-22.4pp | 72.7%-20.1pp | 82.0%-29.3pp |
| Annual return | 0.00% | 1727.20%-1727.2pp | 1294.76%-1294.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $262 | $3,691-92.9% | $3,264-92.0% | $4,763-94.5% |
| Participant deferral / active EE | $587 | $4,350-86.5% | $3,964-85.2% | $5,983-90.2% |
| Admin fee / account holder | $32 | $6,510-99.5% | $5,617-99.4% | $11,252-99.7% |